Professional Development

Earning and maintaining an industry designation demonstrates both your dedication to learning and your commitment to your career.

We Help You Succeed

We offer three IRA designations, an HSA designation, and support continuing education for over 20 industry designations.

CIS Certifications

The Certified IRA Specialist (CIS) I and II certifications demonstrate proficiency in a variety of basic and advanced IRA transactions including contributions, rollovers, distributions, death claims, reporting, and more.

CISP Designation

CHSP Designation

The Certified Health Savings Professional (CHSP) designation sets an industry standard in HSA expertise on a variety of HSA transactions including establishment, contributions, distributions, reporting, and portability.

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Before investing in any 529 plan, please consider whether your or the beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in that state’s 529 plan.

When you invest in a 529 plan, you are purchasing municipal securities whose value may vary based on market conditions. Investment returns are not guaranteed, and you could lose money by investing in a 529 plan. Account owners assume all investment risks as well as responsibility for any federal and state tax consequences.

The availability of tax advantages or other benefits may be contingent on meeting other requirements. Please consult your financial, tax, or other advisors to learn more about how state-based benefits and limitations would apply to your specific circumstance. You may also contact your home state’s 529 plan(s), or any other 529 plan, to learn more about those plans’ features, benefits and limitations.